Connect aloware and Xodo Sign to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Runs when a document is completed in Xodo Sign.

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Do thisActions

Action is the task that follows automatically within your aloware integrations.

Enroll Contact to Sequence

Enroll Contact to Sequence

Enrolls a contact to a sequence on your Aloware account. For more information, go to Aloware >> Integrations >> Sequences API

List Users

List Users

Get the list of users.

Search Contact

Search Contact

Search a Contact.

Create Contact

Create Contact

Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.

Find and Download Document

Find and Download Document

Downloads the final signed document and provides a link to it.

Send Reminder

Send Reminder

Sends a reminder to a signer to prompt them to sign a document.

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Frequently Asked Questions

How do I start an integration between aloware and Xodo Sign?

To start, connect both your aloware and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in aloware triggers actions in Xodo Sign (or vice versa).

Can we customize how data from aloware is recorded in Xodo Sign?

Absolutely. You can customize how aloware data is recorded in Xodo Sign. This includes choosing which data fields go into which fields of Xodo Sign, setting up custom formats, and filtering out unwanted information.

How often does the data sync between aloware and Xodo Sign?

The data sync between aloware and Xodo Sign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from aloware to Xodo Sign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between aloware and Xodo Sign?

Yes, you can set conditional logic to control the flow of data between aloware and Xodo Sign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

aloware

About aloware

Aloware is a Cloud-based contact center software that offers call, text, and workflow automation and is fit for any team.

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Xodo Sign

About Xodo Sign

Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.

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